Capital Square provides a range of services, including due diligence, acquisition, loan sourcing, property management/asset management, and disposition, for a growing number of high net worth investors, private equity firms, family offices and institutional investors. The firm oversees a growing national portfolio of 58 real estate assets valued at approximately $600 million (based on investment cost). In September 2016, Capital Square was ranked as the second fastest growing company in the Richmond, Virginia area by Richmond BizSense, with 274 percent annual revenue growth from 2013 to 2015.
Louis J. Rogers
Founder and CEO
Louis J. Rogers is founder and chief executive officer of Capital Square 1031, where he oversees the firm’s Delaware Statutory Trust (DST) programs for investors seeking qualifying replacement property for Section 1031 tax-deferred exchanges and regular (non-exchange) investors…
Jeffrey A. Gregor
Executive Vice President, General Counsel
Jeffrey A. Gregory serves as executive vice president, general counsel, of Capital Square 1031 and its affiliates.
Prior to joining Capital Square, Gregor served in identical capacities for Daymark Realty Advisors (formerly known as Grubb & Ellis Realty Investors and Triple Net Properties), a wholly-owned subsidiary of Grubb & Ellis Company, serving more than 5,200 clients and overseeing a nationwide portfolio of commercial property totaling approximately 33 million square feet, including more than 8,700 apartment units.
Previously, Gregor served as senior corporate and securities counsel for Grubb & Ellis Company for nearly four years. Gregor managed the private real estate securities legal department, which had a portfolio of assets valued in excess of $5.7 billion located throughout 30 states and completed acquisition and disposition volume totaling approximately $10 billion on behalf of program investors.
Prior to Grubb & Ellis, Gregor was a senior associate and member of a nationally recognized real estate securities practice group at Hirschler Fleischer, a Richmond, Virginia- based law firm.
Gregor earned a juris doctorate from The University of Richmond School of Law, and a bachelor’s degree from St. Mary’s College of Maryland.
Email Jeff at JGregor@capitalsquare1031.com
J. Sheppard Haw
Shep Haw represents Capital Square in the Mid-Atlantic region with high net worth investors seeking the opportunity to co-invest in properties and portfolios. Shep leads the development of education programs for family offices, professional advisors and institutions. He has been involved in ownership and development of commercial real estate for more than 20 years. Most recently, he worked on the re-development of historic office buildings in downtown Richmond. Shep spent 15 years in healthcare administration at the Massey Cancer Center and at VCU’s MCV hospitals. Prior to that he served in account management with a southeastern advertising agency and as assistant to the president of Hampden-Sydney College. He is a graduate of the Real Estate and Urban Land Development Program at Virginia Commonwealth University, earned an M.B.A. from Duke University, and received a bachelor’s degree in english from Hampden-Sydney College.
Email Shep at SHaw@capitalsquare1031.com
Kim S. Watts
Vice President, Investor Services
Kim Watts is vice president of investor services for Capital Square 1031 and its affiliates. In this role, she coordinates all correspondence and cultivates relationships with investors and their registered representatives. She also oversees all pre-closing, closing and post-closing activities. She has more than 20 years of experience in the real estate industry, serving as an agent, title abstractor and quality assurance officer, closing team leader and 1031 exchange coordinator.
Prior to joining Capital Square, Watts was responsible for developing and coordinating all real estate and investor closings, investor communications, documents, department policies and procedures, from the company’s initial offering phase through the closing. Previously, she served as a division manager for an online title search company, working with both residential and commercial accounts.
Watts earned a bachelor’s degree in business and management from Virginia Commonwealth University and the University of Phoenix.
Email Kim at KWatts@capitalsquare1031.com
Mary Jo Wenmouth
Mary Jo Wenmouth is responsible for fostering relationships with broker-dealers and due diligence officers on behalf of Capital Square 1031.
Wenmouth joined Capital Square 1031 from Silver Portal Capital, where she served as senior vice president. Previously, she spent 15 years with Inland Securities Corporation, where she was vice president and senior private capital consultant. In this role, she coordinated with financial advisors to facilitate Section 1031 exchange and cash investments in Regulation D private placements. She also traveled throughout the nation, collaborating with broker-dealers to provide in-depth Section 1031 exchange education to financial advisors. From 2013 to 2015, Wenmouth originated more than $100 million in personal sales volume in the northwest. Prior to Inland Securities Corporation, Wenmouth served as vice president of Harris Bank/Bank of Montreal, and as vice president, operations manager for Clayton Brown & Associates.
Email Mary Jo at MJWenmouth@CapitalSquare1031.com
Senior Vice President of Finance
Gene Fitz is the senior vice president of finance with Capital Square 1031, overseeing its financing and accounting functions. Fitz has more than 30 years of accounting and business experience, with a diversity of skills and experiences including GAAP accounting, financial reporting, taxation, auditing, internal controls, risk management, budgeting and forecasting, compliance, and human resources. He has served in many capacities in his career, including CFO and executive management teams of national organizations. Fitz has also served in various key financial management roles in public and privately-owned international organizations, focusing on tax compliance and reporting, internal audit, cost accounting, and financial reporting functions.
Fitz earned a bachelor’s degree in accounting from Virginia Tech in Blacksburg, Virginia, a master’s in taxation from Virginia Commonwealth University in Richmond, Virginia, and an M.B.A. from William and Mary in Williamsburg, Virginia.
Email Gene at GFitz@capitalsquare1031.com
Shari Sears is the controller at Capital Square 1031. She has worked in the accounting field for more than 25 years, with 15 years of experience at two large publicly-traded real estate investment trusts. She has expertise in the following areas: accounting management, internal and external reporting, financial analysis, forecasting and budgeting, general ledger, accounts payable and receivable, cash and debt management, accounting systems implementation, and audit.
Sears was the senior regional controller at Brandywine Realty Trust, where she directed accounting for the Richmond, Virginia, Mid-Atlantic, and Austin, Texas regions with over 13 million square feet of owned, joint venture, and third-party office and industrial properties. Prior to joining Brandywine, she worked for Cornerstone Realty Income Trust as the controller of property accounting and assistant corporate controller managing the accounting for 90 apartment communities and the corporate office. Sears was the financial reporting manager at Alfa Laval and the controller at Robertshaw Controls Company. She began her career as an auditor with Ernst & Young.
Sears graduated magna cum laude from Virginia Tech with a bachelor’s degree in accounting.
Email Shari at SSears@capitalsquare1031.com
Investor Relations Closing Assistant
Janet Easterling serves as investor relations closing assistant for Capital Square 1031. In this role, she works with investors, broker-dealers, financial advisors, qualified intermediaries, staff members and legal counsel to help document the closing of DST investments as replacement property under Section 1031 of the Internal Revenue Code. Previously, she worked for a local financial institution and has several years of experience as a mortgage loan operations specialist where she processed loan modifications. While working at Newport News Shipbuilding as a production controller, Janet furthered her education at Hampton University where she received her bachelor of science degree in Business Management, graduating Magna Cum Laude and as a member of the National Dean’s List, as well as a member of the Alpha Mu Gamma Honor Society.
Email Janet at JEasterling@capitalsquare1031.com
Investor Services Assistant
Donna Quick serves as investor services assistant for Capital Square. Prior to joining the company, she acted as U.S. marketing manager for Cabletime USA, where she managed its New Jersey office. Previously, Quick was production manager with Probe Group, LLC, a telecom research and publishing firm, where she was involved in the production of numerous market research reports and newsletters and participated in the launch of Wireless: For the Corporate User magazine. She also provided production services and assisted with research for its financial division, Probe Financial Associates, whose clients included investors in the converging telecommunications and information technology sectors.
Email Donna at firstname.lastname@example.org
Administrative Assistant, Investor Services Post-Closing Administrator
Irene Collier serves as administrative assistant and investor services post-closing administrator for Capital Square 1031 and its affiliates. Previously, Collier worked with a local Virginia real estate firm where she was instrumental in implementing procedures to facilitate the growth of the company and strengthen relations with owners and tenants. She has more than 10 years of experience in the hospitality industry and extensive experience in customer and investor relations.
Collier is a licensed real estate professional in the Commonwealth of Virginia.
Email Irene at ICollier@capitalsquare1031.com
Michael S. Waddell
Executive Vice President, Asset Administration
Mike Waddell is executive vice president of asset administration with Capital Square 1031, overseeing the company’s asset administration group and its growing commercial real estate portfolio. He has 30 years of commercial real estate experience working with national, institutional and private real estate companies. Waddell joined Capital Square from Triple Net Properties, later known as Grubb & Ellis Realty Investors, where he most recently served as executive vice president and chief operating officer. He oversaw asset management and other operational areas for the company, including its 20 million square foot commercial property portfolio valued in excess of $3 billion.
Waddell’s prior experience includes: serving as president of CCA Properties, LLC, a Virginia-based commercial real estate investment and operating company; senior vice president and executive management team member at Grubb & Ellis | Harrison & Bates in Richmond, Virginia; executive director, head of East Coast, Latin America and Canada corporate real estate activities for The Walt Disney Company; vice president of asset management and senior project manager for The Rowe Companies; and asset manager for Wachovia Bank’s Real Estate Investment Advisory Group. Waddell holds a bachelor’s degree in business management and an M.B.A. from Virginia Tech in Blacksburg, Virginia.
Email Mike at MWaddell@capitalsquare1031.com
Chris Hirth is an asset manager with Capital Square 1031, where he oversees a portfolio of office, retail and multifamily properties. He has eight years of experience in the management of both multifamily and commercial real estate. Hirth joined Capital Square from CBRE | Richmond, where he managed a portfolio of over one million square feet of space, consisting of 25 office and flex properties in the Richmond area. Prior to his time at CBRE | Richmond, Hirth managed several multi-family properties in Richmond and Virginia Beach for PRG Real Estate. Hirth holds a bachelor’s degree in business management from Virginia Tech in Blacksburg, Virginia.
Email Chris at CHirth@capitalsquare1031.com
Executive Vice President of Investments
Seth Harris is executive vice president of investments for Capital Square 1031 and its affiliates.
Harris has more than a decade of experience in multi-family acquisitions and financing. He joined Capital Square 1031 from Landmark Apartment Trust, where he spent 11 years, ultimately as vice president of financial services. During his tenure, Harris completed approximately $1.3 billion in multi-family refinance and disposition transactions, purchased 56 multi-family properties with an aggregate value of $1.3 billion, and closed $900 million in multi-family financing from agencies, banks, insurance companies, and CMBS lenders. Over the course of his career, he has developed valuable relationships with a number of key players in the industry.
Harris earned a bachelor’s degree in economics and a master’s degree in real estate with a concentration in finance and investment from New York University.
Email Seth at SHarris@capitalsquare1031.com
Assistant Asset Administrator
Maggie Scott serves as assistant asset administrator with Capital Square 1031, where she assists Capital Square’s asset managers oversee a growing real estate portfolio. Prior to joining Capital Square, she spent four years in asset management with Daymark Realty Advisors, managing core institutional office, industrial, medical and retail assets in the company’s national real estate portfolio. Scott was also involved in the company’s acquisitions and dispositions. Previously, she served in a similar role with Grubb & Ellis Company, joining the firm in 2006. Scott joined an industrial chemical manufacturing company in 1996 as a business administration representative, where she was the liaison with international sales representatives in more than 35 countries.
Scott earned a degree from the American School Foundation in Guadalajara, Mexico.
Email Maggie at MScott@capitalsquare1031.com
Ware Smalley is an acquisitions associate with Capital Square 1031, focusing on the underwriting, financing and due diligence of new investments for the firm. He has over five years of commercial real estate experience spanning acquisitions, lending and asset management. Prior to his current position, Smalley served as an analyst with American Capital, in Bethesda, Maryland, where he helped originate bridge loans and manage a portfolio of CMBS B-notes. Previously, he launched an asset management division for the Calkain Companies, of Reston, Virginia.
Smalley received a Bachelor of Science from the University of Virginia and a Master of Business Administration from University of Virginia’s Darden School of Business.
Email Ware at WSmalley@capitalsquare1031.com
Richard B. “Rick” Chess serves as senior advisor to Capital Square 1031, with an emphasis on expanding relationships with broker-dealers and RIAs who sell DST/1031 investments; oversight of due diligence on the firm’s real estate investments by serving on its acquisitions committee; expanding education opportunities via webinars and seminars; and representing the firm within the alternative investment industry.
During his career, Chess has been involved in the acquisition of approximately $2 billion of real estate, including 50,000 apartments and 10 retail centers for UDR, raised approximately $200 million of equity for various firms, and helped form an NYSE REIT (FPO) where he serves as a trustee and chair of the Audit Committee. He is the managing partner of Chess Law Firm, PLC, an adjunct professor at Virginia Commonwealth University, and chair of the Commercial Real Estate Committee of the Real Estate Section of the Virginia State Bar. He was previously president, American Realty Capital Markets, president, Richmond Association of Business Economics, president, Real Estate Investment Securities Association (now ADISA), member, Pennsylvania General Assembly and Sergeant, USMCR.
Chess earned a Juris Doctor degree from the University of Richmond Law School, and a Bachelor of Science from the University of Pittsburgh.
Strategic Advisor of Finance
Adam Levinson serves as strategic advisor of finance to Capital Square 1031 and its affiliates, responsible for underwriting debt for the company’s DST 1031 exchange programs, as well as assisting with underwriting and financial analytics. Throughout his career, he has arranged more than $6 billion of debt financing for a variety of asset classes.
Levinson also serves as senior managing director of Newmark Grubb Knight Frank’s real estate finance group. Responsible for identifying capital on behalf of his clients, he accesses capital markets seeking all types of debt that address the needs of his clients.
Levinson earned a bachelor’s degree in business from Miami University in Oxford, Ohio, and is a member of the Real Estate Investment Association and the Chicago Real Estate Council.
Email Adam at ALevinson@capitalsquare1031.com
Julia S. Bard
Executive Vice President, Operations
Julia Bard serves as executive vice president of operations of Capital Square 1031, where she serves as a liaison between the various departments and assists with strategic planning, monitoring, and investor reporting. Bard coordinates with outside legal counsel and is responsible for banking, human resources, payroll, health care and business insurance.
She has more than 20 years of experience in the legal and real estate fields. Prior to joining Capital Square, she was responsible for reviewing financial reports, assisting with acquisition approval and asset management, and developing department policies and procedures at Triple Net Properties, LLC. Bard also spent seven years in the business law and real estate securities practice groups at the Hirschler Fleischer law firm in Richmond, Virginia, a firm active in alternative investment offerings.
Email Julia at JBard@capitalsquare1031.com
Giselle Jacob is a portfolio accountant for Capital Square 1031, where she oversees financial reporting and analysis for a growing number of properties. Jacob has over six years of accounting and audit experience serving a variety of clients and industries, where she demonstrated a commitment to client service and technical excellence. Prior to joining Capital Square 1031, she worked as a property accountant for a real estate company where she managed financial reporting for a real estate portfolio.
Jacob earned an M.B.A. from James Cook University, Singapore and a bachelor’s degree in accounting and economics from Mumbai University. She also completed her Professional Education II of Chartered Accountants of India in New Delhi.
Email Giselle at GJacob@capitalsquare1031.com
Vicki Chamberlain serves as cash manager for Capital Square 1031, overseeing all cash and treasury functions for the firm and the real estate investments it manages. Vicki has more than 20 combined years of real estate, tax credit, financial analysis and portfolio management experience.
Prior to joining Capital Square 1031, Chamberlain served as a senior financial analyst at Mercy Housing in Denver, Colorado. She also served as finance coordinator for Capmark Affordable Equity, where she was responsible for all treasury functions in the Denver office, along with managing her own portfolio of $600 million in equity. Chamberlain previously worked as a budget and management analyst for both city and county government.
Chamberlain earned a Bachelor of Business Administration from James Madison University and a Master of Business Administration from Old Dominion University.
Email Vicki at VChamberlain@capitalsquare1031.com
Bhavisha Mistry is an accounting clerk for Capital Square 1031, where she oversees the day-to-day accounting for a growing number of properties sponsored and managed by Capital Square. She has more than 14 years of working experience in the financial industry and hospitality sector. She earned her Bachelor in Business from Mumbai University and a Post-baccalaureate Certificate in Accounting from Virginia Commonwealth University.
Email Bhavisha at BMistry@capitalsquare1031.com
Administrative Accounting Assistant
Laura Mouser serves as an administrative accounting assistant for Capital Square 1031 and its affiliates, where she assists with accounting and administrative tasks, including reconciling statements, processing payments and other office duties. Previously, Mouser worked as an accounts payable specialist with a local manufacturing company where she was instrumental in creating and updating policies and procedures in the accounting department to increase productivity with vendors and to promote profitability. She brings more than 15 years of experience in the local and business community and in customer relations.
Email Laura at LMouser@capitalsquare1031.com
Douglas A. Britton, Esq.
Chief Automation Officer and Compliance Counsel
Doug Britton serves as chief automation officer and compliance counsel to Capital Square 1031. He also is the founder of IM Services, which provides independent manager services to single-purpose entities, a term of art used by rating agencies for borrowers that qualify for certain securitized loans. Prior to founding IM Services, Britton was president of DAAIS.com, which provided automated legal document and information management services, emphasizing automation of loan transactions for banks. From 2000 to 2002, he served as special counsel for Hirschler Fleischer, specializing in lending, securities, real estate syndication, Uniform Commercial Code, tenant-in-common exchanges and general contractual matters. Previously, Britton was vice president of QCL Inc., a commercial printing company, and was responsible for all aspects of day-to-day operations during transition from acquisition until installation of permanent management. From 1988 to 1992, he held numerous positions with First Hospital Corporation, including senior legal officer and corporate secretary. Britton began his legal career as an associate attorney at Hunton & Williams, specializing in commercial lending and other commercial transactions. He earned his Juris Doctor degree from the University of Virginia in 1985 and his bachelor’s degree from the University of Virginia in 1981. He is a director of Novana Analytic Systems and has been a guest lecturer at the University of Virginia School of Law.
Senior Account Manager
With more than a decade of sales and national accounts experience, Tamara Darling works as the liaison between Capital Square 1031’s back office and broker dealers to assist in completing due diligence reviews on DST offerings. Tamara began her career in the sales department with a national real estate sponsor, from 2002 to 2008. During that time, the sponsor acquired over $1.6 billion in commercial real estate. Then, as the first national accounts manager at a national real estate sponsor, she was responsible for overseeing the firm’s national accounts department. Prior to joining Capital Square, Tamara managed national accounts at Axxcess Capital Partners, L.P., a boutique investment banking and advisory firm focused on the real estate, energy and healthcare sectors.
Email Tamara at TDarling@capitalsquare1031.com
Human Resources Manager
Tangela Lambert serves as human resources manager of Capital Square 1031. She has over 10 years of experience in human resources and employee relations, with an emphasis on businesses that do not have access to full-service human resource professionals. Tangela earned a bachelor’s degree in business management from Hampton University and is currently working on an MBA from Liberty University in Human Resources Management.
Email Tangela at TLambert@capitalsquare1031.com